Through many market cycles, institutional and individual investors have trusted and relied on Baird Equity Asset Management to help them achieve their objectives.
Our value to individual and institutional investors is the sum of who we are, what we do and how we do it:
- Experienced, independent portfolio teams with specialized expertise and knowledge in focused areas of the equity markets
- Research-driven, risk-managed investment processes honed over decades of managing portfolios in various market environments
- The financial strength and operational support of Baird, which enables our investment teams to focus on delivering performance-driven equity asset management solutions for clients
Our time-tested approach and deep market expertise are available to investors through the line up of equity funds we manage:
|Fund Name||YTD||1-Year||3-Year||5-Year||10-Year||Since Inception||Inception Date||Latest Commentary|
|Global Growth Fund||37.75||37.75||21.20||4/15/16||Q4 2017 Global Growth Comments|
|MSCI AC World Index||23.97||23.97||17.34|
|International Growth Fund||36.11||36.11||16.69||4/15/16||Q4 2017 International Growth Comments|
|MSCI AC World Index ex-U.S.||27.19||27.19||17.10|
|MidCap Fund||26.88||26.88||8.84||12.44||8.71||7.35||12/29/00||Q4 2017 Mid Cap Growth Comments|
|Russell Midcap Growth Index||25.27||25.27||10.30||15.30||9.10||6.99|
|Small/Mid Cap Value Fund||21.48||21.48||11.78||11/30/15||Q4 2017 Small/Mid Cap Value Comments|
|Russell 2500 Value Total Return||10.36||10.36||14.18|
|SmallCap Value Fund||18.05||18.05||8.84||12.61||11.72||5/1/12||Q4 2017 SmallCap Value Comments|
|Russell 2000 Value Index||7.84||7.84||9.55||13.01||12.78|
*Data as of 12/31/2017
Performance data represents past performance and does not guarantee future results. The investment return and principal value of the investment will fluctuate so that shares, when redeemed, may be worth more or less than their original cost. Current performance data may be lower or higher than the data quoted. For performance data to the most recent month end, contact Baird directly at 888-444-9012 or www.bairdassetmanagement.com/baird-funds.
To read the fund's prospectus or to obtain the fund's performance current to the most recent quarter, SEC 30-day yield information, any sales charges, maximum sales charges, loads, fees, total annual operating expense ratio, gross of any fee waivers or expense reimbursements as stated in the fee table, please visit the fund's webpage here.